Financial Perspectives’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Financial Perspectives’s Portfolio QQQM Stock Details QQQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.3K	Buy	100 +89	+809%	+$25.2K	0.01%	406
2026 Q1	$2.55K	Hold	11	–	–	﹤0.01%	630
2025 Q4	$2.72K	Hold	11	–	–	﹤0.01%	625
2025 Q3	$2.65K	Hold	11	–	–	﹤0.01%	620
2025 Q2	$2.44K	Hold	11	–	–	﹤0.01%	622
2025 Q1	$2.07K	Hold	11	–	–	﹤0.01%	623
2024 Q4	$2.26K	Hold	11	–	–	﹤0.01%	619
2024 Q3	$2.16K	Hold	11	–	–	﹤0.01%	586
2024 Q2	$2.12K	Buy	+11	New	+$2.04K	﹤0.01%	575

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Perspectives's QQQM Position: Q2 2026 in Review

Financial Perspectives increased its Invesco NASDAQ 100 ETF (QQQM) stake by 809% in Q2 2026, buying an estimated $25.2K and bringing the position to 100 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #406.

Financial Perspectives first reported a position in QQQM in Q2 2024 and has held it in 9 quarters since. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Financial Perspectives held 100 shares of Invesco NASDAQ 100 ETF worth $30.3K as of Q2 2026.
Financial Perspectives bought 89 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $25.2K.
Invesco NASDAQ 100 ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #406 holding.
Financial Perspectives first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 9 quarters since.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.